Overview

Payment Method/OP_Payment_Method_Free_MassImport is a setting located under Financial Settings > General Settings > e-Payments, in the Transaction properties for addressing Payments via Mass Imports (Excel/DB) sub-group.

What This Setting Does

This setting lets the institution choose the default payment method recorded on the transaction that Classter automatically creates when it addresses a payment brought in through a mass import (Excel file or external database feed). Since imported payment records may not always specify a payment method explicitly, this setting supplies the preselected value to use.

Where It Is Used

This setting is not shown on its own screen. It is a backend configuration that takes effect automatically during the mass import of payments, determining the payment method value that appears on each automatically created transaction resulting from the import.

• Main Menu > Financial > Transactions > Actions > Online Payment > Import (the mass import screen where imported payment files are uploaded and mapped; this feature must be enabled for the institution through the Mass Imports license right).
• The result of this setting is visible afterward on the generated receipt or invoice, and on the Arrangements List and Installment Analysis screens.

Business Logic / Behavior

• The value is selected from the list of payment methods already configured for the institution.
• This setting only takes effect when automatic addressing of Mass Import payments is enabled.
• This default is used uniformly for all payments in a given import batch, since mass import processing applies the same configured settings across the whole batch.
• This setting is distinct from the payment method setting used for online Free Value Payments, allowing different defaults for imported versus online payments.

Example(s)

Technical College Alfa imports payment records received from a partner bank on a weekly basis, including a $410 payment toward a _Student_’s installment. The finance team configures Payment Method (Mass Import) as “Bank Transfer” so every automatically addressed transaction created from that import batch, such as the $410 transaction, correctly reflects how the money was actually received.

When to Use

This is a dropdown selection rather than a toggle, used whenever automatic addressing of mass-imported payments is enabled and the institution wants a consistent, correct payment method applied to those transactions.

Configure this setting so that it matches the actual source of the imported payments (for example, bank transfer for bank-originated files), ensuring financial reports remain accurate. If mass-imported payments are always addressed manually, this default is less critical since staff can select the correct method for each payment.

Notes

• Prerequisite: the Mass Import payment feature and automatic transaction addressing for Mass Import payments should be enabled for this setting to take effect.
• Related settings: Transaction Type/OP_Transaction_Type_Free_MassImport (Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Payment Account/OP_Payment_Account_Free_MassImport (Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)), Type of Reason/OP_Type_Of_Reason_Free_MassImport (Financial Settings > General Settings > e-Payments > Transaction properties for addressing Payments via Mass Imports (Excel/DB)).
• Related configuration: Payment Method (Financial Settings > Parametric Lists > Payment Method) – this is where payment method records themselves are created and managed.
• K-12 vs Higher Education: This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.